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Best economic links of the web

Best economic links of the web

23-05-2017

Balancing the books, Trump style

  • Lukas Daalder
    Lukas
    Daalder
    Chief Investment Officer

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http://www.cbpp.org/research/federal-budget/gap-between-trump-cbo-predictions-on-economic-growth-the-largest-on-record

And here is some more: “Trump budget plan slashes food stamps, healthcare for poor”
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http://www.reuters.com/article/us-usa-budget-idUSKBN18I26X

Some interesting research on the rise (and slowdown) of Fintech by the BIS
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http://www.bis.org/publ/cgfs_fsb1.pdf

FDR is the employment champ
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https://www.businessinsider.nl/unemployment-under-us-presidents-chart-and-implication-for-trump-2017-5/

FANG is still at it
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https://www.bespokepremium.com/the-closer/the-closer-oh-reerly-de-fanging-the-market-and-operating-surpluses-52217/

Alphaville concludes that bitcoin is overvalued
ladihBA57ysEhNw-McuOCnFvFvWLrmLBMszg9GOYpVOeceFXNLI7aZK1qWgiF-xnXGACcblG4aSyR3X7uLpQkc6Vc-d73ifq__k6BOTArlZmvirBJlYpnDx5VhL2EkqfLLU3Ek-Z
https://ftalphaville.ft.com/2017/05/22/2189145/how-to-value-bitcoin-with-a-traditional-valuation-measure/

A big study by the IMF into state contingent debt. GDP bonds and coco’s for governments
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http://www.imf.org/en/Publications/Policy-Papers/Issues/2017/05/19/pp032317state-contingent-debt-instruments-for-sovereigns

Earnings are leading the stock market higher
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https://www.businessinsider.nl/earnings-revision-breadth-at-highest-rate-in-six-years-2017-5/

The US car sector is not what it used to be
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http://www.economist.com/blogs/graphicdetail/2017/05/daily-chart-15

The lobster bubble, they mean!
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https://www.bloomberg.com/view/articles/2017-05-18/maine-is-drowning-in-lobsters

Profitable short-impeachments are hard to find…
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https://macromon.wordpress.com/2017/05/18/beware-shorting-impeachments/

This does raise the question how much advertising is worth…
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http://ritholtz.com/2017/05/5-tech-giants-make-billions/

About Best economic links of the web

In my role as Head of the Global Allocations department at Robeco I see an awful lot of information, from charts to pictures, from the serious to the funny. A few years ago I thought it would be a neat idea to collect the pick of the crop and share them with a wider audience. This was driven by my enthusiasm about the industry and the often highly imaginative ways in which people share information. It seemed a shame to be at the receiving end of so much marvelous material only for it to be either filed or deleted at the end of the day.

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A complete overview of all previous editions of Best of the Web can be found here http://lukasdaalder.com/. All links provided are collected from public websites, unless otherwise specified. I have not checked the data or information for accuracy used, and therefore do not guarantee that all data provided will be 100% correct. The links provided do not necessarily reflect my personal opinion and should be seen as general interest: oftentimes I do not agree with arguments presented, but nevertheless think it is worthwhile to read them. It is up to the reader to make up their own mind. Suggestions or discussions are more than welcome. Do not quote unless specifically checked beforehand!

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